Compare AU

Compare WDIV vs. IXJ

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P Global Dividend Fund

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the SPDR S&P Global Dividend Fund (WDIV) and the S&P Global 1200 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDIV

IXJ

Popularity

Low

Low

Pearlers invested

37

241

Median incremental investment

$654.39

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,470.50

$1,668.00

Average age group

> 35

26 - 35


Key Summary

WDIV

IXJ

Strategy

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

Top 3 holdings

Altria Group Inc (2.66 %)

Highwoods Properties Inc (2.39 %)

Solvay SA (2.27 %)

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Top 3 industries

Industrials (30.46 %)

Real Estate (29.84 %)

Consumer Staples (23.52 %)

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (23.78 %)

Canada (21.10 %)

Japan (12.42 %)

United States (99.97 %)

Management fee

0.35 %

0.46 %


Key Summary

WDIV

IXJ

Issuer

SPDR

iShares

Tracking index

S&P Global Dividend Aristocrats Index sp_43

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.46 %

Price

$20.25

$139.00

Size

$278.795 million

$1.380 billion

10Y return

18.08 %

126.37 %

Annual distribution yield (5Y)

4.85 %

1.26 %

Market

ASX

ASX

First listed date

04/11/2013

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

WDIV

IXJ

Popularity

Low

Low

Pearlers invested

37

241

Median incremental investment

$654.39

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,470.50

$1,668.00

Average age group

> 35

26 - 35


Pros and Cons

WDIV

IXJ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

WDIV

IXJ

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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